Michael J. Rivera

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 03/2017
  Metlife
  Warwick, RI
• 03/2017 → 12/2022
  Mml Investors Services, Llc
  Warwick, RI
• 07/2016 → 12/2022
  Massachusetts Mutual Life Insurance Company
  Warwick, RI
• 01/2023 → 04/2024
  Black Basil Table
  Warren, RI
• 04/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
• 2017-03-25 → 2023-01-10
  Mml Investors Services, Llc
  Warwick, RI
• 2009-11-05 → 2017-03-25
  Msi Financial Services, Inc.
  Warwick, RI
  Warwick, RI
• 2005-06-24 → 2009-10-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
  Providence, RI
  Providence, RI
• 2002-01-14 → 2005-06-27
  Morgan Stanley Dw Inc.
  Middletown, RI

Other Businesses

OBA-109256|OrgNmn:Black Basil Table |Org Addr:Warren,Rhode Isla,US|OBA Nature:Personal Chef|Invst Rel:N|Title:Sole Proprietor|Duties:Private in home personal chef a few weekends a month|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2001-12-04

Other Names

• Michael Joseph Rivera
• Michael J Rivera
• Michael Rivera